I help People plan for a more confident Financial Future!
You have goals and dreams. We can help you clarify your goals and focus on the things that are most important to you.
As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck.
My goal is to help you get the most out of your retirement resources. We do this by coordinating and seeking to optimize what I call the 7 Core Elements of Retirement Planning.
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Recent Posts
Quick And Easy 4 Rules Of Debt
Here’s my Quick and Easy 4 Rule’s of Debt Rule #1: Skip the 0% financing Today, it is very common to see 0% financing deals on consumer goods like appliances, electronics and furniture. Although this may seem tempting, especially when they tell you you don't have to...
Charge Cards, Credit Cards And Debit Cards. What’s The Difference?
When it comes to making purchases there are of course lots of ways to do it. While cash is almost always an option it may not always be convenient and it makes it more difficult to track your spending the way that a charge card, credit card or debit card can. Most...
How Is My Credit Score Calculated?
Why Is Your Credit Score Important? Keeping and maintaining a good credit score is one of the most important aspects to maintaining good financial health. Your credit score is vital to your ability to borrow money from banks and other lenders. Therefore, it will...
How To Calculate Your Retirement Savings Goal
How much money do you need to retire? $1 Million? $2 Million? $3 Million? Thats what this video is all about! Traditionally calculating your retirement savings goal required estimating and adding up all of your expenses. While this is certainly a great thing to do, it...
What Is Passive Income?
Passive Income has been a big topic here on YouTube lately, but what exactly is Passive Income? Passive income is one of the biggest keys to creating true wealth. Passive income allows you to earn money without directly trading your time for dollars. Usually passive...
What Happens To My Social Security If I Retire Early?
One question I get asked all the time is what happens to my Social Security benefit if I retire early. Social Security benefits are based off of your best 35 years of work history. In this video I break down your Social Security Benefit to show you how your Social...
How Your Retirement Asset Allocation Could Cost You Unnecessary Taxes
Do you know how the different types investments you own impact your income taxes? Short term capital gains, long term capital gains, Interest income, distributions from retirement accounts. Each has its own unique set of taxes rates and rules. In this video I break it...
Budgeting For Health Care Costs Before Age 65
Planning to retire early? Before Medicare kicks in at age 65? Don't be shocked with what could be your single largest retirement expense. Healthcare continues to be a top concern for people as they approach retirement. According to Fidelity Investments a couple aged...
3 Things Every Financial Plan Needs
It All Starts With a Plan, We Call It WealthVision Learn how WealthVision can help you organize your finances, identify your gaps and optimize your resources to fill those gaps so you can plan for your dream retirementWhat I Do I help individuals make the transition...
3 Questions To Ask Your Financial Advisor
The Way I see it, there are Three Questions You Need To Ask Your Financial Advisor. Now this could be for a financial advisor that you're already working with, or it could be for a financial advisor that you're thinking about working with that you’re interviewing....
The Retirement Planning Timeline
Today I’d like to talk about the Retirement Planning Timeline, and some of the key ages and milestones that you might want to think about in terms of your financial planning and getting ready for retirement. Let's start all the way over at age 50, where...
